JM Medium To Long Duration Growth Plan
SIP amount
Regular plans not available on Kuvera
Lumpsum amount
Regular plans not available on Kuvera

JM Medium To Long Duration Growth Plan

NAV
₹62.5310
+0.15%
(1 Jul)
AUM
35 Cr
TER
1.1%
Risk
Moderate Risk
Rating
Insights
No insights found for this fund
Compare with other fund
1Y
+10.9%
+10.1%
+9.6%
+9.3%
+8.8%
+8.3%
3Y
+9.2%
+8.9%
+7.7%
+8.8%
+8.8%
+7.8%
5Y
+6.1%
+6.8%
+5.3%
+6.6%
+6.3%
+5.7%
ALL
+7.4%
+8.3%
+6.2%
+7.9%
+8.1%
+6.3%
VOL
2.7%
3.2%
4.9%
3.7%
3.7%
-
TER
0.2%
0.6%
1.1%
0.7%
0.7%
-
AUM
₹202 Cr
₹2,868 Cr
₹35 Cr
₹2,063 Cr
₹430 Cr
-
INFO
2.72
2.58
1.29
2.13
2.22
-
Past performance
Past performance is no guarantee of future returns.
Had you invested
Over the last
1Y
3Y
ALL
Your returns would have been
JM Medium To Long Duration - Reg (G)
₹1,00,00,00,000
14.0%
Fixed deposit
₹40,00,00,000
6.0%
Bank savings
₹40,00,00,000
3.0%
See fund holdings as of 15th Jun
Top holdings
6.33% Gsec Mat - 05/05/2035
46.2%
6.75% Govt Stock 2029
25.9%
6.79% Govt Stock 2034
18.0%
National Bank For Agriculture And Rural Development - NCD & Bonds - NCD & Bonds
5.7%
Ccil
2.3%
Net Receivable/Payable
1.6%
Corporate Debt Market Development Fund - Class A2 Units
0.2%
Other information
Minimum SIP
Direct Only
Minimum lumpsum
Direct Only
Additional lumpsum
Direct Only
Portfolio turnover
-
Lock-in period
-
Exit load
No exit load
Fund objective
To generate stable long term returns with low risk strategy and capital appreciation / accretion through investment in debt instruments and related securities besides preservation of capital.
Fund manager(s)
Killol Pandya
Naghma Khoja
Ruchi Fozdar

FAQs